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Bilingual Financial Support Specialist

2 months ago

New Braunfels, Texas, United States TaskUs Full time
About TaskUs: TaskUs is a leading provider of outsourced digital solutions and next-generation customer experience for rapidly growing technology firms, assisting clients in representing, safeguarding, and expanding their brands. Utilizing a cloud-based infrastructure, TaskUs caters to clients in the most dynamic sectors, including social media, e-commerce, gaming, streaming, food delivery, ride-sharing, HiTech, FinTech, and HealthTech.

Our People First culture has empowered TaskUs to grow its workforce to around 45,000 employees globally, with a presence in twenty-three locations across twelve countries, including the Philippines, India, and the United States.

TaskUs was founded on the principle of creating a unique breed of Business Process Outsourcing (BPO). We recognize that fostering growth for our partners demands a culture of continuous movement, the exploration of new technologies, readiness to tackle challenges promptly, and mastering consistency in a constantly evolving environment.

What We Offer: At TaskUs, we prioritize the well-being of our employees by providing competitive salaries and comprehensive benefits packages. Our commitment to a People First culture is evident in the various departments we have established, including Total Rewards, Wellness, HR, and Diversity. We take pride in our inclusive atmosphere and positive community impact. Additionally, we actively promote internal mobility and professional development at every stage of an employee's career within TaskUs. Join our team today and witness our dedication to supporting People First.

What does a Bilingual Financial Customer Service Representative truly do?

As a key point of contact, you will own and resolve customer inquiries from start to finish, ensuring that we hire only the best candidates, as we pride ourselves on being an exceptional company.

As a Bilingual Financial Customer Service Representative, you will:

In an inbound call center environment, the Digital Service & Support Representative will create outstanding member service experiences by maintaining a professional demeanor and delivering world-class service to our members. You will provide assistance and in-depth troubleshooting, decision-making support, and ensure quick and accurate resolutions for members and prospective members regarding their financial well-being.

Essential Duties and Responsibilities:

• Respond to inquiries from members, prospective members, and third parties regarding specific account inquiries, product offerings, and general questions through multiple contact methods.

• Educate members on digital self-service tools and troubleshoot issues related to these tools.

• Identify the source of problems and provide effective resolutions for online banking, Bill Pay Services, Email, and Chat applications used within the organization.

• Proactively recommend services and solutions that enhance the member's experience.

• Maintain acceptable performance levels concerning established metrics, including time utilization, quality of work, and productivity.

• Strive for one-call resolution consistently.

Minimum Qualifications:

Education:
High School Diploma or equivalent mix of education and experience is required. Additional training or experience with technical support or troubleshooting online and mobile banking issues is preferred.

Experience:
Previous customer service experience is required. Call center or banking experience is a plus.

Six months as a Member Care Representative 1 or previous Digital Services experience is required.

Knowledge, Skills, and Abilities:

• A strong desire to assist others.

• Solid understanding of digital banking systems, including internet browsers and smartphone technology.

• Proficient in relevant software, including Microsoft Office, core systems, web browsers, and various supporting applications.

• Digital acumen demonstrating a technical support mindset.

• Critical thinking and analytical skills.

• Commitment to identifying both spoken and unspoken member needs to resolve issues effectively on the first attempt.

• Self-motivated and capable of managing oneself.

• Ability to build collaborative and productive relationships across the organization.

• Demonstrated effective time management skills.

• Ongoing learning and staying current on trends in the financial industry.

• Comfortable working in a team-oriented environment.

• Maintains good attendance, punctuality, and adherence to work schedules.

• Completes all client regulatory and compliance training by scheduled due dates.

About Us:

We are a collective of highly capable individuals who understand how to leverage technology and data to best serve our purpose. From Digital CX to Content Security, AI Operations, Consulting, and beyond, we take responsibility for protecting our partners' interests and supporting their long-term success through innovation and technology powered by exceptionally skilled individuals.

In addition to our truly #Ridiculous culture, you'll enjoy benefits such as:
  • Outstanding Medical, Dental, Vision, and Prescription plans
  • 401k Match
  • Pet Insurance
  • In-house Wellness Coaches
  • Hundreds of Discounts with the Brands you Love and Use
TaskUs partners with the world's most innovative and disruptive brands to safeguard what matters most and thrive in an ever-changing landscape.

TaskUs is an equal opportunity employer. Life is better with Us. Discover what it means to work for a company that prioritizes People over Profits.

How We Partner To Protect You: TaskUs will neither solicit money from you during your application process nor require any form of payment to proceed with your application. Please ensure that you communicate only with authorized recruiters of TaskUs.

DEI: At TaskUs, we believe that innovation and higher performance stem from individuals from diverse backgrounds, demographics, and circumstances. Inclusive and equitable practices are our responsibility as a business. TaskUs is committed to providing equal access to opportunities. If you require reasonable accommodations during the hiring process, please inform us.

EEO: TaskUs is proud to be an equal opportunity workplace and an affirmative action employer. We celebrate and support diversity; we are committed to creating an inclusive environment for all employees. TaskUs's People First culture thrives on this for the benefit of our employees, clients, services, and community.

We invite you to explore all TaskUs career opportunities and apply through the provided URL.